See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,967 | $126,574-89.0% | $106,213-86.8% | $145,922-90.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.17% | 224.79%-208.6pp | 116.14%-100.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $3,009 | $3,730-19.4% | $3,171-5.1% | $4,660-35.4% |
| Participant deferral / active EE | $7,044 | $5,724+23.1% | $5,016+40.4% | $6,688+5.3% |
| Admin fee / account holder | $21 | $17,304-99.9% | $11,033-99.8% | $13,397-99.8% |